Institutional 13F Filings — Most Recently Filed

CIK 0001513038

Total reported value

$603.3M

260 stks

2026-06-30

Concentration13.0

Portfolio Stability21.3

Sector conviction54.9

Whitaker-Myers Wealth Managers, LTD.

CIK 0001973849

Total reported value

$598.8M

113 stks

2026-06-30

Concentration14.8

Portfolio Stability24.1

Sector conviction54.3

West Paces Advisors INC.

CIK 0002004720

Total reported value

$596.0M

765 stks

2026-06-30

Concentration20.7

Portfolio Stability18.4

Sector conviction40.3

Phraction Management LLC

CIK 0001907803

Total reported value

$595.5M

66 stks

2026-06-30

Concentration44.7

Portfolio Stability32.5

Sector conviction60.1

SOA Wealth Advisors, LLC.

CIK 0001849444

Total reported value

$595.1M

892 stks

2026-06-30

Concentration13.2

Portfolio Stability16.8

Edge Wealth Management LLC

CIK 0001567163

Total reported value

$593.9M

87 stks

2026-06-30

Concentration19.2

Portfolio Stability16.5

Sector conviction39.6

Kirr Marbach & Co LLC /in/

CIK 0000764112

Total reported value

$593.8M

57 stks

2026-06-30

Concentration15.1

Portfolio Stability15.8

Sector conviction70.7

ALM First Financial Advisors, LLC

CIK 0001950054

Total reported value

$593.6M

22 stks

2026-06-30

Concentration50.5

Portfolio Stability52.7

Sector conviction0.0

Matthew Goff Investment Advisor, LLC

CIK 0000935359

Total reported value

$592.6M

91 stks

2026-06-30

Concentration13.7

Portfolio Stability50.0

Sector conviction63.0

Div Capital Phoenix Assets Ltd

Sector-focused

CIK 0002089718

Total reported value

$583.1M

9 stks

2026-06-30

Concentration74.9

Portfolio Stability35.8

Hobart Private Capital, LLC

CIK 0001767062

Total reported value

$582.9M

296 stks

2026-06-30

Concentration10.9

Portfolio Stability30.4

Sector conviction99.0

Cambridge Advisors Inc.

CIK 0001633695

Total reported value

$581.7M

183 stks

2026-06-30

Concentration22.6

Portfolio Stability14.1

Sector conviction78.5

Praetorian Wealth Management, Inc.

CIK 0001818940

Total reported value

$579.6M

84 stks

2026-06-30

Concentration22.0

Portfolio Stability11.6

Rezny Wealth Management, Inc.

Sector-focused

CIK 0001535859

Total reported value

$578.6M

37 stks

2026-06-30

Concentration71.6

Portfolio Stability23.1

Lynch & Associates/in

CIK 0001108965

Total reported value

$572.5M

129 stks

2026-06-30

Concentration8.7

Portfolio Stability21.3

Sector conviction48.2

Chapin Davis, INC.

CIK 0000872098

Total reported value

$568.6M

256 stks

2026-06-30

Concentration7.8

Portfolio Stability58.1

Contravisory Investment Management, INC.

CIK 0001365707

Total reported value

$566.1M

391 stks

2026-06-30

Concentration6.1

Portfolio Stability54.0

Sector conviction48.7

Manchester Financial INC

CIK 0000866590

Total reported value

$562.6M

145 stks

2026-06-30

Concentration23.6

Portfolio Stability20.6

Sector conviction83.5

Lincoln Capital LLC

CIK 0001633862

Total reported value

$562.0M

137 stks

2026-06-30

Concentration16.3

Portfolio Stability10.7

Sector conviction48.1

WESPAC Advisors SoCal, LLC

CIK 0001668188

Total reported value

$560.3M

122 stks

2026-06-30

Concentration8.5

Portfolio Stability25.1

Sector conviction64.1

Investors Research Corp

CIK 0001730630

Total reported value

$558.8M

805 stks

2026-06-30

Concentration7.2

Portfolio Stability23.5

Sector conviction32.8

Moody Aldrich Partners LLC

CIK 0000936941

Total reported value

$556.6M

175 stks

2026-06-30

Concentration3.8

Portfolio Stability49.8

Sector conviction47.2

Bricktown Capital, LLC

CIK 0001934657

Total reported value

$553.5M

28 stks

2026-06-30

Concentration44.8

Portfolio Stability10.7

Sector conviction0.0

Landaas & Co /wi /adv

CIK 0000913990

Total reported value

$549.7M

149 stks

2026-06-30

Concentration43.7

Portfolio Stability19.8

Sector conviction60.6

Lantz Financial LLC

CIK 0001766883

Total reported value

$546.2M

259 stks

2026-06-30

Concentration6.6

Portfolio Stability19.5

Sector conviction45.0

Drummond Knight Asset Management Pty Ltd

High-turnover trader

CIK 0001808029

Total reported value

$544.8M

16 stks

2026-06-30

Concentration33.8

Portfolio Stability90.2

F&V Capital Management, LLC

CIK 0001569453

Total reported value

$542.3M

63 stks

2026-06-30

Concentration13.5

Portfolio Stability25.7

Sector conviction49.2

CV Advisors LLC

CIK 0001872254

Total reported value

$541.9M

134 stks

2026-06-30

Concentration69.3

Portfolio Stability39.9

Sector conviction75.3

Dagco, INC.

CIK 0001767343

Total reported value

$541.1M

117 stks

2026-06-30

Concentration16.7

Portfolio Stability23.8

Sector conviction53.7

Regent Peak Wealth Advisors LLC

CIK 0001803329

Total reported value

$540.1M

221 stks

2026-06-30

Concentration19.8

Portfolio Stability19.4

Sector conviction76.3

GoalVest Advisory LLC

CIK 0001839307

Total reported value

$539.1M

500 stks

2026-06-30

Concentration64.3

Portfolio Stability30.7

Sector conviction37.8

Manitou Investment Management Ltd.

CIK 0001657428

Total reported value

$537.9M

48 stks

2026-06-30

Concentration40.5

Portfolio Stability27.4

Sector conviction59.3

Rosenberg Matthew Hamilton

CIK 0001812103

Total reported value

$536.8M

792 stks

2026-06-30

Concentration20.0

Portfolio Stability16.0

Sector conviction38.6

Shulman DeMeo Asset Management LLC

Concentrated strategy

CIK 0001767070

Total reported value

$535.0M

146 stks

2026-06-30

Concentration100.0

Portfolio Stability14.2

Sector conviction61.7

Interchange Capital Partners, LLC

CIK 0001845998

Total reported value

$531.7M

430 stks

2026-06-30

Concentration4.3

Portfolio Stability63.0

Sector conviction67.0

Spirit Of America Management Corp/ny

CIK 0001041283

Total reported value

$530.5M

383 stks

2026-06-30

Concentration5.0

Portfolio Stability17.6

Sector conviction49.3

Ballast, Inc.

CIK 0001730477

Total reported value

$530.2M

156 stks

2026-06-30

Concentration15.3

Portfolio Stability23.8

Sector conviction49.8

Adamsbrown Wealth Consultants LLC

CIK 0001911244

Total reported value

$530.2M

173 stks

2026-06-30

Concentration17.0

Portfolio Stability37.3

Sector conviction68.0

DMKC Advisory Services, LLC

CIK 0001901337

Total reported value

$529.6M

92 stks

2026-06-30

Concentration15.2

Portfolio Stability81.0

Sector conviction57.6

Voisard Asset Management Group, INC.

CIK 0002011215

Total reported value

$528.6M

111 stks

2026-06-30

Concentration27.8

Portfolio Stability17.7

Sector conviction85.0

Global Wealth Strategies & Associates

CIK 0001912297

Total reported value

$527.6M

97 stks

2026-06-30

Concentration41.6

Portfolio Stability31.8

Sector conviction61.1

Wealth Group Ltd

CIK 0002010748

Total reported value

$522.5M

95 stks

2026-06-30

Concentration41.3

Portfolio Stability18.2

Sector conviction94.0

Crumly & Associates Inc.

CIK 0001759578

Total reported value

$522.3M

196 stks

2026-06-30

Concentration9.1

Portfolio Stability20.0

Sector conviction72.3

Am Investment Strategies LLC

CIK 0001818897

Total reported value

$520.7M

114 stks

2026-06-30

Concentration25.2

Portfolio Stability18.3

Sector conviction60.5

Churchill Financial Advisors, LLC

CIK 0002095935

Total reported value

$519.4M

125 stks

2026-06-30

Concentration25.3

Portfolio Stability19.4

Sector conviction66.0

Beacon Bank & Trust

CIK 0001831984

Total reported value

$518.1M

251 stks

2026-06-30

Concentration12.8

Portfolio Stability13.6

Sector conviction49.5

Fortitude Family Office, LLC

CIK 0001950506

Total reported value

$516.0M

2,276 stks

2026-06-30

Concentration12.5

Portfolio Stability20.2

Sector conviction55.6

Leverty Financial Group, LLC

CIK 0001908386

Total reported value

$514.1M

49 stks

2026-06-30

Concentration72.6

Portfolio Stability14.7

Sector conviction80.5

IAM Advisory, LLC

CIK 0001825292

Total reported value

$513.2M

107 stks

2026-06-30

Concentration24.0

Portfolio Stability19.9

Sector conviction83.1

Richard P Slaughter Associates Inc

CIK 0001811783

Total reported value

$510.1M

109 stks

2026-06-30

Concentration23.3

Portfolio Stability27.9

Castle Rock Wealth Management, LLC

CIK 0001727605

Total reported value

$509.4M

268 stks

2026-06-30

Concentration4.9

Portfolio Stability24.7

Sector conviction67.0